J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.

William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.

Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.

Evan Fricks is a Series 65-licensed advisor with MasterPlan Retirement Consultants in Marietta, GA, and has three years of industry experience. He also operates Fricks and Associates, Inc., an insurance agency based in Marietta, GA. Prior to his advisory roles, he worked at Charter Coffeehouse for two years. MasterPlan Retirement Consultants offers discretionary asset management, financial planning, and retirement-plan advisory services, focusing on tactical and strategic asset allocation. The firm often delegates portfolio management to third-party managers while maintaining oversight and serves a client base primarily through a two-advisor team.

Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Janus Henderson entities from 2004 to 2022, followed by positions at Cambridge Investment Research Advisors and Adapt Wealth Advisors before joining Integras Partners in 2026. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm manages approximately $245 million in client assets, employing model portfolios supported by fundamental, technical, charting, and cyclical analysis, and utilizes a diverse range of investment instruments including derivatives within managed accounts.

Barbara McCormack is a CFP® with 40 years of experience in financial planning and advisory services. She is the president of McCormack Financial Planning Inc., where she has worked since 2005. Prior to that, she was with Dempsey Lord Smith, LLC for 11 years and had shorter tenures at Cambridge Investment Research, Inc. and M.S. Howells & Co. McCormack Financial Planning, Inc. serves individual clients, including high-net-worth and non-HNW individuals, as well as small businesses. The firm offers financial planning, advisory services, and discretionary asset management through a wrap-fee program, using a long-term, tailored approach that incorporates fundamental, technical, and charting analysis.

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 license and 12 years of industry experience. He has been with his current firm since 1999, which he founded and operates alongside two other advisors. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and businesses. The firm provides discretionary portfolio management, financial planning, and tax preparation services, emphasizing long-term, asset-allocation strategies utilizing passively managed mutual funds and ETFs.

Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. His prior experience includes roles at Fiduciary Financial Group and Wealth With No Regrets, where he also serves as Chief Investment Officer. Circa Capital primarily serves individual investors, including high-net-worth clients, and institutions such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value investment approach and manages concentrated portfolios tailored to client objectives.

Ben Harper is a financial advisor at Freedom Wealth Coaching, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at McBryar Advisory Services, Inc. for a decade before joining his current firm. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios based on Modern Portfolio Theory and offering specialized retirement plan and pension consulting.

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Scott Stewart is a CFP® and CFA® with 24 years of industry experience. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments, and foundations. The firm employs a top-down, fundamental investment approach focusing on high-quality, diversified equity holdings, and manages portfolios on a discretionary basis.

Larry Burnette is a CFP® with seven years of experience at Hanover Advisors, Inc, located in Marietta, GA. He has over three decades of industry experience, including prior roles at American Portfolio Financial Services and Provident Mutual. Burnette also serves as president of Hanover Financial Services, Inc., a life insurance business. Hanover Advisors serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $353 million in assets with a focus on customized portfolios using fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Mark Olson is a CFP® with 26 years of experience in financial advisory services. He is the owner and president of Olson Associates, an independent firm based in Roswell, GA, and has previously worked with Osaic Wealth, Securities America, and Securities Service Network. Olson serves as a board member of the Oakbrook Office Park Condo Association and operates an insurance consulting business as part of his practice. Olson Associates provides advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a structured five-step planning process to develop tailored financial plans and primarily manages client assets on a non-discretionary basis while offering both flat-fee planning and third-party managed account solutions.

Herschel Clanton is a CFP® with 30 years of experience in financial advising. He is president of The Chancellor Group and has been affiliated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2000. He is based in Atlanta, GA. Chancellor Wealth Management is a small firm serving individuals and high-net-worth clients with comprehensive financial planning, discretionary investment management, and retirement-plan education. The firm emphasizes a risk-tolerance driven investment approach using both actively and passively managed funds, periodic rebalancing, and incorporates third-party managed strategies when appropriate.

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at firms including Carter Terry & Company Inc. and The Wickham Agency Inc., the latter of which he took over from his father and continues to operate as an independent insurance agency offering commercial and personal lines of insurance. Wickham Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in assets and employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Mark Neuman is a CFA® charterholder with 25 years of industry experience. He is the sole advisor at HERO Asset Management and has held positions at firms including Macro Risk Advisors, LLC, Bay Crest Partners LLC, and Jonestrading. Outside of his advisory work, Neuman is involved with Isacalari, LLC, a consulting business unrelated to investment activities. HERO Asset Management offers customized portfolio management and wealth advisory services to individuals, families, retirees, family offices, and small businesses. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis across a range of asset classes and provides educational resources such as market commentaries and teach-ins.